This example shows how to use triggers to schedule a call automatically when a contact replies to your email.
It's a simple way to ensure timely follow-up when a prospect shows intent, without relying on manual task creation.
Click Add Trigger.
Give your trigger a clear name and pick the Trigger Owner.
Select Reply Received (Email) as the trigger event, or Reply Received (Email or LinkedIn) to cover both.
Under Actions, click Add action and choose Create a task.
From the task options, select Phone.
Choose how many days after the reply the call should be scheduled.
Add any relevant call notes if needed.
Click Save.
Once saved, the trigger will automatically create a call task in Tasks whenever a contact replies, helping you respond while the conversation is still warm.
📌 You need triggers and tasks on your plan to use this.